UTI vs BANDHAN Balanced Advantage Fund Regular Plan Growth compare

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BANDHAN Balanced Advantage Fund Regular Plan Growth

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UTI Balanced Advantage Fund - Regular (G)

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Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Fund	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹2302 Cr	₹3036 Cr
Min Investment	₹1000	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	10 Oct 2014	10 Aug 2023
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	NIFTY 50 Hybrid Composite debt 50:50 Index
Turn Over	24%	%
Expense Ratio	2.04	1.96
Manager	Ritika Behera	Sachin Trivedi
ISIN Code	INF194KA1UE8	INF789F1AYT7
Exits Load	Bandhan Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	UTI Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
1 Month	-0.2%	-1.33%
6 Month	5.99%	5.71%
1 Year	4.15%	5.51%
3 Year	11.11%	-
5 Year	10.9%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
6 Month	3.57%	2.67%
1 Year	6.71%	7.17%
3 Year	11.29%	-
5 Year	10.22%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
1 Year	8.94%	11.65%
3 Year	8.56%	-
5 Year	9.08%	-

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Standard Deviation	7.19%	-
Sharp	0.89%	-
Beta	-	-
Alpha	-	-

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Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Name	Ritika Behera	Sachin Trivedi
Total AUM	₹43013 Cr	₹7301 Cr
Funds Managed	19	3
	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Others	24.76	35.9
Large Cap	55.43	55.97
Small Cap	10.08	3.34
Mid Cap	9.72	4.79

Scheme Name	BANDHAN Balanced Advantage Fund Regular Plan Growth	UTI Balanced Advantage Fund - Regular (G)
Others	18.98	32.46
Communication Services	5.5	5
Energy	3.54	4.82
Technology	13.68	7.39
Financial Services	23.3	25.82
Basic Materials	4.26	3.59
Industrials	6.34	4.08
Consumer Cyclical	7.46	7.09
Consumer Defensive	6.24	5.32
Healthcare	7.61	2.56
Utilities	1.92	1.88
Real Estate	1.18	-